The navigation bar

Clicking this icon opens the Home page. For many users, this is the landing page when they log in to the Client Portal. Refer to Home.

This icon is visible if your service provider has published one or more dashboard tabs to your organization Your Client Portal instance may be configured to use one fo the following terms instead: Account, Business Unit, Client, Company, Customer, Site. or your security level. If multiple dashboard tabs were published, you can select one from a menu. The Dashboard may be configured as your landing page when you log in to the Client Portal. Refer to Dashboard.

This icon provides access to the Tickets menu. All users can, at a minimum, see the tickets they created, are assigned to, are a Ticket Contact The Customer Contact who reported the issue. on, or are a Ticket The Autotask entity that tracks service requests, incidents or problems that were added to Autotask by your customers, internal employees, or remote monitoring software. Approver for. Refer to Tickets.

This icon provides access to projects for users whose security level includes project access, or who are team members of a project in Autotask. Refer to Projects.

This icon is visible if you have permission to view, or view, add, and edit devices. Refer to Devices (assets, configuration items).

This icon is visible if your organization has access to our Knowledge Base, articles have been published to all users or to your organization, and your security level gives permission to view articles. Refer to Knowledge Base and Documentation.

This icon is visible if your organization has access to Documentation, documents have been published to all users or to your organization, and your security level gives permission to view documents. Refer to Knowledge Base and Documentation.

This icon is visible if your security level has User can view Financial Reports and Invoices enabled. Refer to Reports.

This icon is visible for users with Client Portal Manager or a Taskfire An extension of the Client Portal that lets you manage your own internal help desk. security level. Client Portal Managers and Taskfire Resources can configure Client Portal users at their organization and Taskfire Administrators can additionally configure Request Types, Queues, and Vendors. Refer to Administrators and managers: configuring your Client Portal.

This icon and button are visible if your service provider has enabled the new interface of Client Portal for your company. Kaseya will roll out the new interface over a number of releases. At this point, only ticketing is available in the new UI.

This icon is visible if your service provider has configured any helpful links for their Client Portal. Up to three links are available to all users.

This icon is visible for users with the Taskfire Administrator security level. It provides access to the configuration of Out of Office settings, Scheduled Business Hours, and Quick Ticket Settings. Refer to Administrators and managers: configuring your Client Portal.

Clicking this icon will open the Client Portal Online Help. It is available to all users.